STEINBERGANNA WEALTH MANAGEMENT
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2089528
HUNTINGTON, NY
Position in VIG
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$3,791,722
-$217,284 QoQ
Shares Held
17,631
-3.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,791,722 | 17,631 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $4,009,006 | 18,241 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $3,983,699 | 18,461 | Shares | Sole | 2025-10-23 | |
| No filing history on record for this holder in this stock. | ||||||